…call for a rate hike), and then you can see the ‘longer-term’ forecast on the far right. That’s the so-called ‘equilibrium rate’ where the Fed governors expect rates to settle….
We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Understanding the New 529 Rules Trading to…
…of Contents: Stock Market Summary Bond Market Review The Anxiety of Private Markets Inside the Economy: Inflation The Big Picture Click here to read the issue: Q2 2024 Portfolio Insights…
Although it’s been gone for a long time now, I always admired, the St. Louis based brokerage, A.G. Edwards and its CEO while I was growing up, Ben Edwards. I…
…because it’s share price is $92. Despite the goofy price-weighting scheme, it’s nice to see that the St. Louis index fares well against the S&P 500. It’s a great place…
…ways: by minimizing single company exposure, by geography, market capitalization, the economic status (developed vs emerging), sector, industry and, less obviously, by risk premium. And all of that doesn’t even…
…be the “risk-free rate”, these rates make up the bedrock of the global financial system and serve as a benchmark for lending markets. Typically, the curve is upward sloping, with…
…are all-equity, though, so a better example might be a 60/40 stock/bond portfolio, where the China exposure is more like ~1.1 percent. Since Chinese stocks have been faltering for a…
…to worry about. I’m often surprised by the decisions our government makes, but I’m not worried about this one – like Winston Churchill (apparently) said, “Americans can be counted on…
…10-year US Treasury fell from 2.24 to 2.15 percent (when bond yields fall, bond prices rise). The most interesting aspect, though, is how this news will affect the timing of…
